Kristen Doyle is a registered investment advisor at Morgan Stanley, based in Oneonta, NY, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
493 Chestnut Street, Oneonta, NY, 13820
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
November 2023 - Present · 2 yrs 6 mos
Morgan Stanley
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2022 - November 2023 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - November 2023 · 1 yr 8 mos
Park Avenue Securities LLC
November 2021 - December 2021 · 1 mo
Park Avenue Securities LLCBroker
February 2020 - December 2021 · 1 yr 10 mos
Mercer Allied Company, L.P.Broker
April 2014 - March 2019 · 4 yrs 11 mos
Goldman, Sachs & CO.Broker
November 2005 - April 2014 · 8 yrs 5 mos
State Registrations44 states
ALARAZCACOCTDCDEFLGAIAILINKSKYLAMAMDMEMIMOMTNCNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTVirgin IslandsWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.